CUBrandMonitor is built to allow account admins to easily manage their teams’ use of the platform – and to make sure each user sees and can use only the appropriate areas of the program. In this article, you’ll learn about:
- Different user types
- Adding users
- Modifying users (access types, locations, groups, passwords, etc)
- Viewing CUBrandMonitor as if you were a specific user
- Deleting users
Video Tutorial
Get Started
Navigate to My Account at the top right corner of the CUBrandMonitor screen, then click Manage Users in the left-hand navigation bar. The below view highlights the location of various features of this page.
User Types
CUBrandMonitor offers a number of different types of users, which differ based on the type and amount of information they can access. These types include:
- Admin User: access to monitor and manage all aspects of the platform
- Location Admin*: access to monitor and manage specific locations
- Standard*: access to monitor all tabs, but cannot manage anything
*Must assign locations to these types of users. To assign locations, create the users, and then select the pinpoint button next to their information on the “Manage Users” tab.
Why would you need different levels? The way you set up user levels is up to you and very much determined by your credit union’s use case. We often see those folks who manage the CUBrandMonitor relationship, as well as their marketing team members, are frequently set up as Account Admins.
Standard access will let you view everything, but not edit or manage elements, a set-up appropriate for someone like a CEO who you’d like to be able to play with the tool, while avoiding any accidental changes. Location admins are those who are trusted to manage and monitor performance, but who you wish to see and edit elements of CUBrandMonitor only for specific branch locations.
How to Add Users
Under “My Account”, select “Manage Users” from the left-hand side of the screen.
Select “+ Add New User” at the top right, and then fill in required information:
- Username (we recommend you use the user’s email for this field)
- First & Last names
- Email address
- Telephone number
- Tick box – whether you want that user to receive email alerts. This can be customized or turned off at any time.
- Password
- User Type – see above for the different types of user privileges available in CUBrandMonitor.
Once you hit Save, the user is added to the system! It is up to account admins to inform users of their usernames and credentials.
To fully function, however, you must take a final step: add location access to the user.
From the Manage Users tab, where you will land once you hit Save, look for the set of icons at the right hand side of each user’s row in the table of all users. If the user does NOT have account admin privileges, you need to assign locations and or groups.
To add locations to a user:
- Click the icon that looks like the single map dot:
- Tick the box next to each location to which you want that user to have access – or click All to select all locations.
To REMOVE locations, the process is the same, just in reverse. Click the icon and UN tick boxes, then hit Save.
To either add or remove Groups from a user, follow the same steps, but instead of the single map dot, select the image of multiple dots:
Edit User / Change Password
If you want to modify information about a given user, from their general details to the type of access they have, the process is simple.
- From the Manage Users section of My Account, click the first icon on the line for that user which looks like a pencil.
- You can modify the fields you wish, including change the password, and simply hit Save.
View CUBrandMonitor As Another User
If you add a user and want to make sure that the settings you added are correct, or if a coworker is seeing something that confuses them, you can use this functionality to view their account as if you were logged in with their credentials.
To do this, you click the icon on that user’s row with the box and outward moving arrow (see below). This means CUBrandMonitor will behave as if you were that user, including any changes you might make from that new browser tab.
Delete A User
To delete a user, all you need to do is click the trash can icon on that user’s row on the Manage Users tab.
